Milos Janicic

A&M PRIVATE WEALTH PARTNERS

New York, NY 10118

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CRD#: 7565111

Professional summary

Milos Janicic, who also goes by Milo? Janicic, Milosh Janicic, is a registered financial advisor currently at A&M PRIVATE WEALTH PARTNERS, LLC located in New York, New York.

Milos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Milos has worked at 3 firms and has passed the Series 66, Series 31, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Milo? Janicic | Milosh Janicic

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Grenoble Ecole de Management (GEM); Not Investment-related; Nature: University; Paris, France; Started: November 27, 2024; Title: Guest Lecturer; Duties: Provide a weeklong (30 hour) python programming course for MSc second year students as part of their program. I have the flexibility to decide when I will be teaching the module. Module: Data Analytics and Advanced Modelling Cohort: MSc Finance and Investment Banking M2 FT Paris; No time is devoted each month during securities trading hours; 21-40 hours are devoted each month outside of securities trading hours.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milos Janicic's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2025 - Present

A&M PRIVATE WEALTH PARTNERS, LLC

Office #1: 350 Fifth Avenue The Empire State Building, New York, NY 10118

RIA

CRD#: 331478

New York, NY

Past

October 7, 2022 - June 30, 2010

CITI PRIVATE ALTERNATIVES, LLC

RIA

CRD#: 153777

New York, NY

Past

October 7, 2022 - July 24, 2025

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

New York, NY

Past

August 25, 2022 - July 24, 2025

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

New York, NY

Past

August 25, 2022 - July 24, 2025

CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777

New York, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/7/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 10/13/2022

Futures Managed Funds Examination

General Industry/Product Exam

Series 7TO

Date: 8/24/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/25/2022

Securities Industry Essentials Examination

Current Firm

A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

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Contact information

Main Address

300 Banyan Blvd 10th Floor, West Palm Beach, FL 33401

Mailing Address

Phone number

(561) 268-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMPWM FORM ADV PART 2A BROCHURE (7/2/2025)

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 1,566,202,969

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Milos Janicic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milos Janicic's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITI PRIVATE ALTERNATIVES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITI PRIVATE ALTERNATIVES, LLC

Primary Firm SEC Registration

A&M PRIVATE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2022

Series 31

Date: 10/13/2022

Series 7TO

Date: 8/24/2022

SIE

Date: 7/25/2022

Current Firm

A&M PRIVATE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A&M PRIVATE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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